Civic Intelligence

Country Lane Intermediate PTA

990EZ • Fiscal year 2018 • EIN 30-0544578

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 17, 2018

251 E OmahaBroken Arrow, OK 74012

(918) 859-7505

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

14th percentile

-34%

Faster asset growth than 14% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-61%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$6,691

Down $3,473 (-34%) from 2017

Net Assets

Down

$6,691

Down $3,473 (-34%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$12,808

Down $19,798 (-61%) from 2017

Expenses

Down

$16,281

Down $18,387 (-53%) from 2017

Net Income

Down

-$3,473

Down $1,411 (-68%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30K$20K$10K$0Assets 2014: $13,745Net Assets 2014: $13,7452014Assets 2015: $15,262Net Assets 2015: $15,2622015Assets 2016: $12,226Net Assets 2016: $12,2262016Assets 2017: $10,164Net Assets 2017: $10,1642017Assets 2018: $6,691Net Assets 2018: $6,6912018Assets 2019: $8,917Net Assets 2019: $8,9172019Assets 2020: $26,882Net Assets 2020: $26,9172020Assets 2021: $15,158Liabilities 2021: $0Net Assets 2021: $15,1582021Assets 2022: $8,721Liabilities 2022: $0Net Assets 2022: $8,7212022Assets 2023: $12,760Liabilities 2023: $0Net Assets 2023: $12,7602023Assets 2024: $13,131Liabilities 2024: $0Net Assets 2024: $13,1312024

Highlighted filing

2018

Assets$6,691
Liabilities-
Net Assets$6,691

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KRevenue 2014: $21,717Expenses 2014: $28,659Net Income 2014: -$6,9422014Revenue 2015: $20,790Expenses 2015: $19,273Net Income 2015: $1,5172015Revenue 2016: $20,896Expenses 2016: $23,932Net Income 2016: -$3,0362016Revenue 2017: $32,606Expenses 2017: $34,668Net Income 2017: -$2,0622017Revenue 2018: $12,808Expenses 2018: $16,281Net Income 2018: -$3,4732018Revenue 2019: $11,718Expenses 2019: $9,530Net Income 2019: $2,1882019Revenue 2020: $22,901Expenses 2020: $3,728Net Income 2020: $19,1732020Revenue 2021: -$1,485Expenses 2021: $10,239Net Income 2021: -$11,7242021Revenue 2022: $7,952Expenses 2022: $14,389Net Income 2022: -$6,4372022Revenue 2023: $18,714Expenses 2023: $14,675Net Income 2023: $4,0392023Revenue 2024: $11,281Expenses 2024: $10,910Net Income 2024: $3712024

Highlighted filing

2018

Revenue$12,808
Expenses$16,281
Net Income-$3,473
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 17, 2018
Return Version
2017v2.2
Gross Receipts
$56,919
Mission and Program Overview

Mission

PTA - School and Teacher Support

Parent teacher association of a public school

Program Services

DescriptionGrantsExpenses
SCHOOL SUPPORT-$9,593
TEACHER APPRECIATION-$2,575
READERS CAFE-$1,222
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARRIE LAUGHLINPresident-$0--
DAWN ARCHERVice-President-$0--
GINNY MARTINSecretary-$0--
ADRIENNE DAVISTresurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$21,393$21,393$21,298$95
Freckles Friday$10,384$10,384$5,944$4,440
Total Events$54,254$54,254$41,593$12,661
Filing and Contact Details

Filer

Filer Name
Country Lane Intermediate Pta
EIN
30-0544578
Phone
9188597505
Address
251 E OMAHA, BROKEN ARROW, OK 74012

Signing Officer

Name
Adrienne Davis
Title
Treasurer
Phone
9188597505
Signed
2018-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Shockley Bookkeeping Services LLC
Address
806 S Aspen Ave Suite A, Broken Arrow, OK 74012
Preparer
Laura Miller
Phone
9186158380
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

RETAIL REWARDS 1377.

Form 990EZ, Part I, Line 16

ADMIN SUPPLIES 628.

Form 990EZ, Part I, Line 16

BANK FEES 108.

Form 990EZ, Part I, Line 16

Dues and subscriptions 1570.

Form 990EZ, Part I, Line 16

INSURANCE 585.

Form 990EZ, Part I, Line 16

READERS CAFE 1222.

Form 990EZ, Part I, Line 16

SCHOOL SUPPORT 9593.

Form 990EZ, Part I, Line 16

Teacher appreciation 2575.

Raw XML Appendix187 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ADRIENNE DAVIS
IRS990EZ/BooksInCareOfDetail/PhoneNum09188080954
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019134 E 48TH PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TULSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074134
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010164
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06691
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt05349
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3473
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010164
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06691
IRS990EZ/FundraisingGrossIncomeAmt047596
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0646
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt056919
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01951
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010164
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06691
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010164
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06691
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARRIE LAUGHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAWN ARCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GINNY MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ADRIENNE DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRESURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016281
IRS990EZ/OtherRevenueTotalAmt01377
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ASSOCIATION OF A PUBLIC SCHOOL
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2READERS CAFE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09593
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12575
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21222
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt05995
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt038762
IRS990EZ/SpecialEventsNetIncomeLossAmt08834
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016281
IRS990EZ/TotalProgramServiceExpensesAmt013390
IRS990EZ/TotalRevenueAmt012808
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0719
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0790
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04979
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09918
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt061663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt059951
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt067252
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt061690
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt058868
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0309424
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0319342
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063578
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061466
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt067971
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063847
IRS990ScheduleA/Total509Grp/TotalAmt0319342
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0319342
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041593
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt0976
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0976
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FRECKLES FRIDAY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt02161
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02161
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021393
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010384
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt022477
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt054254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021393
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010384
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt022477
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt054254
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012661
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08494
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035736
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021298
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05944
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt02720
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETAIL REWARDS 1377.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMIN SUPPLIES 628.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES 108.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES AND SUBSCRIPTIONS 1570.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE 585.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5READERS CAFE 1222.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHOOL SUPPORT 9593.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TEACHER APPRECIATION 2575.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADRIENNE DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09188597505
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COUNTRY LANE INTERMEDIATE PTA
ReturnHeader/Filer/BusinessNameControlTxt0COUN
ReturnHeader/Filer/EIN0300544578
ReturnHeader/Filer/PhoneNum09188597505
ReturnHeader/Filer/USAddress/AddressLine1Txt0251 E OMAHA
ReturnHeader/Filer/USAddress/CityNm0BROKEN ARROW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074012
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B138A76FE42B96CCA0DF58A6EDF87599458BA7A5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C3CDCDD5A20C0575247B85F728BC6E19F15D9C6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.76.104.131
ReturnHeader/FilingSecurityInformation/IPDt02019-02-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:03:40
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHOCKLEY BOOKKEEPING SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0806 S Aspen Ave Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Broken Arrow
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074012
ReturnHeader/PreparerPersonGrp/PhoneNum09186158380
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA MILLER
ReturnHeader/ReturnTs02019-02-15T09:03:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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No mirrored PDF or thumbnail assets are attached yet.

Filings